Financial Freedom, LLC

When a market downturn arrives, it makes sense to re-evaluate your investment portfolio. Read our complimentary eBook to learn more: https://finfree.com/ebooks/

There a multitude of reasons to choose a CFP a.k.a. CERTIFIED FINANCIAL PLANNER. Please refer to Chapter 3 of this Financial Freedom Guide to help you: https://bit.ly/3rDSGhZ

Inflation isn’t the only factor in rising prices and the consequent erosion of purchasing power.
Factors like raw materials, labor costs, and more all contribute to pricing.
Learn more here: https://bit.ly/3xQlm8s

How much do people facing retirement need to live comfortably once they’re there? There are several ways to calculate how much you’ll need. Read more details, here: https://bit.ly/3okCeB8

The manner in which high net worth individuals invest is not exactly the same as the approach of those who have less money. Learn more here: https://bit.ly/3ltuDyv

Brian Tegtmeyer is a Certified Financial Planner™ and plays an important role as part of Financial Freedom since 2011.When he’s not reading or hiking, Brian can be found on the basketball court (trying to perfect his 3 pt. shot)https://bit.ly/3IeR0BD

It depends. Learn more at the link:
https://finfree.com/should-youstay-invested-or-pay-off-your-mortgage-it-depends/

At Financial Freedom Fee-Only Wealth Management we value your success, that is why we are a fee-only wealth management firm. Learn more about the advantages of a fee-only Wealth Advisor: https://finfree.com/fee-only-investment-management/

Allen A. Osgood is the Chairman & Founder of Financial Freedom, LLC. For over 30 years, Al has been providing high-quality financial planning. A proud grandfather of five, Al enjoys spending time with family & traveling the world. Get to know Allen here:
https://finfree.com/team/allen-a-osgood/

It wasn’t long ago when most people believed retiring with a million dollars was enough to live comfortably through the entirety of their golden years. Does this still ring true? Find out more, here: https://finfree.com/retiring-with-1-million-dollars-is-it-enough/

A common assumption is that high net worth individuals generally have substantial assets available to help fund their retirement. While this may be true, it does not mean that retirement planning is a piece of cake for those with high net worth. If this speaks to you -feel free to utilize our complimentary guide to help you with the steps needed for a stress-free retirement: https://finfree.com/high-net-worth-retirement-planning/

Allen A. Osgood, Jr. is the president of Financial Freedom, LLC. In his role at the firm, Al Jr. is responsible for the development and implementation of comprehensive financial plans. Specifically, Al Jr.’s focus areas include retirement planning, asset allocation, investment recommendations, tax planning, and the firm’s overall financial analysis initiatives. In his spare time, Al Jr. enjoys spending time at the lake with wife, Lisa, and their three children.
https://finfree.com/team/allen-osgood-jr/

How do High Net Worth Individuals Invest?

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How do High Net Worth Individuals Invest? – As a high net worth individual, is your investment strategy aligned with your dreams? Consult FinFree, FL, OH, PA and ME for a review.

How High Is Your Net Worth?

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How High Is Your Net Worth? – For high net worth individuals and families planning is a necessary component that puts them on track to reach their financial goals. Those with a high net worth often work with financial professionals that specialize in working with them as they typically have different priorities when it comes to....

The Special Financial Planning Needs of Millionaires

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The Special Financial Planning Needs of Millionaires – Do millionaires have special financial planning needs? Yes. Large amounts may be placed in many more types of investments and accounts than those of folks with lesser discretionary income, and these can be complicated to manage.  Millionaires also often require planning to avoid costly mistakes, su...

Asset Allocation and High Net Worth Retirement Planning

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Asset Allocation and High Net Worth Retirement Planning – Asset allocation decisions are among the most important choices about investment and retirement portfolios facing high net worth (HNW) individuals. (HNW is generally defined as $1 million or more in assets, excluding real estate.) Why? Because asset allocation decisions, performed correctly, both dr...

What Comprehensive Financial Planning SHOULD Look Like

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Pennsylvania

What Comprehensive Financial Planning SHOULD Look Like – All financial plans are different. But when it comes to comprehensive financial planning, we believe that there are 7 things that should be included: Asset allocation, investment recommendations and portfolio management Retirement planning College funding for children or grandchildren Risk managemen...

Your Comprehensive Financial Planning Checklist

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Your Comprehensive Financial Planning Checklist – Most of us have heard the phrase, “If you fail to plan, you are planning to fail,” which Benjamin Franklin supposedly once said. The proverb especially rings true for a whopping one-third of Americans when it comes to comprehensive financial planning. Whether they have other financial priorities...

Fee-Only Comprehensive Financial Planning

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Fee Only Comprehensive Financial Planning - Financial Freedom, LLC At Financial Freedom, we begin our relationship by creating a comprehensive financial plan. We believe that your comprehensive financial plan is the roadmap to achieving your goals. Call: 800-503-9500.

What Is a Fee-Only Retirement Planner?

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What Is a Fee Only Retirement Planner? – Planning for retirement can seem like an overwhelming process, from considering whether to plan your own retirement to how to choose a retirement planner. You may have heard conflicting advice from friends or family who have used a variety of financial professionals to help them plan for retirement,...

Financial Planning In Malvern, Pennsylvania

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Financial Planning In Malvern, Pennsylvania – Choosing a financial advisor in Malvern, PA is made easier with these helpful tips courtesy of Financial Freedom Fee Only Wealth Management.

High Net Worth Retirement Planning

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High Net Worth Retirement Planning – Even high net worth individuals have concerns about funding retirement and preserving their standard of living. The answer is proactive retirement planning.

Retiring With 1 Million Dollars, is It Enough?

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Retiring With 1 Million Dollars, is It Enough? – Is a million dollars enough for retirement? Find out whether or not retiring with a million dollars will be enough for your golden years.

Complimentary eBook: The Best High Net Worth Financial Planning Strategies

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The Best High Net Worth Financial Planning Strategies | eBook Offer Financial Freedom Fee-Only Wealth Management works with high net worth individuals and families to create comprehensive financial plans that work!

What Does It Mean To Be Wealthy?

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What Does It Mean To Be Wealthy? – What does it mean to be wealthy? There’s no shortage of answers, and frankly, it means different things to different people. High net worth retirement planning not only encompasses investments and money but it also includes less tangible factors such as life experiences, charity, and legacy. Take ...

Planning is Key for High Net Worth Investors

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Planning is Key for High Net Worth Investors – High net worth investors need a strategic overarching plan to maximize the value of their portfolio in the months, years, and decades ahead. While a fairly simple game plan for investing may suffice for some people, those who have achieved a high net worth need a comparably complex plan. After all,....